Quotient Wealth Partners’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Quotient Wealth Partners’s Portfolio VYM Stock Details VYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$665K	Buy	4,211 +185	+5%	+$28.9K	0.02%	170
2026 Q1	$596K	Sell	4,026 -439	-10%	-$66K	0.02%	172
2025 Q4	$641K	Sell	4,465 -34	-0.8%	-$4.84K	0.02%	160
2025 Q3	$634K	Sell	4,499 -216	-5%	-$29.7K	0.02%	161
2025 Q2	$629K	Buy	4,715 +653	+16%	+$82.7K	0.02%	158
2025 Q1	$524K	Hold	4,062	–	–	0.02%	172
2024 Q4	$518K	Buy	4,062 +500	+14%	+$65.2K	0.02%	166
2024 Q3	$457K	Hold	3,562	–	–	0.02%	183
2024 Q2	$422K	Sell	3,562 -1,213	-25%	-$144K	0.01%	193
2024 Q1	$578K	Sell	4,775 -1,089	-19%	-$125K	0.02%	158
2023 Q4	$655K	Buy	+5,864	New	+$616K	0.03%	152

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Quotient Wealth Partners's VYM Position: Q2 2026 in Review

Quotient Wealth Partners increased its Vanguard High Dividend Yield ETF (VYM) stake by 4.6% in Q2 2026, buying an estimated $28.9K and bringing the position to 4,211 shares worth $665K. The position accounts for 0.02% of the portfolio, ranked #170.

Quotient Wealth Partners first reported a position in VYM in Q4 2023 and has held it in 11 quarters since. 2,061 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Quotient Wealth Partners held 4,211 shares of Vanguard High Dividend Yield ETF worth $665K as of Q2 2026.
Quotient Wealth Partners bought 185 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $28.9K.
Vanguard High Dividend Yield ETF made up 0.02% of Quotient Wealth Partners's portfolio in Q2 2026, its #170 holding.
Quotient Wealth Partners first reported a position in Vanguard High Dividend Yield ETF in Q4 2023 and has held it in 11 quarters since.
2,061 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Quotient Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.